Stacy Lynn Bone

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
• 05/2015 → Present
  Bank Of America, N.A.
  Stamford, CT

Previous Registrations

• 2009-03-31 → 2015-05-27
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Greenwich, CT
  Charlotte, NC
  Charlotte, NC
  White Plains, NY
• 2000-01-05 → 2003-12-31
  Deloitte Investment Advisors Llc
  Stamford, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-10-01
• S66 Uniform Combined State Law Examination
  1998-08-18

Other Names

• Stacy Lynn Van Steenwyk
• Stacy Vansteenwyk